Alana Jennings

Alana’s focus at TruePlan is to help plan sponsors ensure their retirement plans run efficiently and follow fiduciary guidelines and principles. With over 20 years of experience in client management and relationships, Alana enjoys solving retirement plan puzzles and helping clients do the same. She holds an Accredited Investment Fiduciary® designation from the Center for Fiduciary Studies and a Certified Plan Fiduciary Advisor® designation from the National Association of Plan Advisors. She also holds her FINRA Series 6 and 63 licenses. Alana is a graduate of Boston College.

Roth Contributions vs. Roth Conversions in 401(k) and 403(b) Plans

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Roth Contributions vs. Roth Conversions in 401(k) and 403(b) Plans

Designated Roth contributions and in-plan Roth conversions, technically called in-plan Roth rollovers, are subject to different five-year rules within 401(k) and 403(b) plans. Understanding the distinction can help plan sponsors and HR professionals...

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